About the Lighthouse Team
The Lighthouse team provides qualified investors with holistic financial planning, investment management, tax planning and tax preparation*, and estate planning. We specialize in servicing retirees, high-net-worth individuals and families, business owners, federal government employees, and teachers. When you work with the Lighthouse Team, you get the best of both worlds: a small, boutique firm feel, combined with the resources of a large, RIA firm. Let’s connect to find out how we can help.
*Tax services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group®
Client Logins
Advisory Team
Client Service Team
Resources from our team
Team locations
Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation
Barron’s: Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of 6/30/25. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.